iShares Global Financials ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
iShares Global Financials ETF IXG
Morningstar’s Analysis IXG
Will IXG outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the IXG management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of IXG’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 30.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Berkshire Hathaway Inc Class B | 6.09 | 33M | Financial Services |
JPMorgan Chase & Co | 5.72 | 31M | Financial Services |
Visa Inc Class A | 3.73 | 20M | Financial Services |
Mastercard Inc Class A | 2.74 | 15M | Financial Services |
Bank of America Corp | 2.49 | 14M | Financial Services |
The Goldman Sachs Group Inc | 2.06 | 11M | Financial Services |
HSBC Holdings PLC | 2.04 | 11M | Financial Services |
Royal Bank of Canada | 1.90 | 10M | Financial Services |
Wells Fargo & Co | 1.74 | 9M | Financial Services |
Morgan Stanley | 1.71 | 9M | Financial Services |
United States